Rising price sentiment has driven SSD prices to rebound across the industry, with channel SSDs and memory modules seeing comprehensive price hikes!

Following NAND manufacturer SanDisk's announcement of over 10% price hikes across all channel and consumer products, Micron has recently suspended quotations for DDR4, DDR5, LPDDR4X, and LPDDR5X. Industry sources indicate Micron may implement substantial price increases of 20%-30% for channel memory products. Notably, the price hike effect has already spread to the stock market. In less than half a month, Sandisk's stock price has surged over 60%, while Micron's stock price has risen over 30%. Related stocks in China's domestic storage industry chain have also been boosted, with several storage manufacturers seeing their stock prices jump more than 10% last Friday.

Simultaneously, news of upstream price hikes has spurred immediate action in the spot memory market, rapidly heating up both the industry and channel markets. After months of adjustment and sideways movement, SSD prices across the industry and channels have begun to rebound. However, this price hike is not driven by actual demand improvement. While recent iPhone 17 pre-sales and high consumer buying enthusiasm on e-commerce platforms, coupled with the upcoming Double 11 shopping festival stockpiling, have fueled expectations among some storage manufacturers that the price trend will continue, it remains uncertain whether consumer purchasing power will be boosted. Real-time monitoring of resource supply and pricing changes is also essential.

Regarding upstream resources: - Most Flash Wafer prices rose last Thursday, with 1Tb QLC/1Tb TLC/512Gb TLC NAND Flash Wafer prices increasing by 2.1%/1.9%/3.2% to $4.90/$5.50/$3.20 respectively. Today's Flash Wafer prices remain unchanged. Some DDR5 chip prices were adjusted upward, with DDR5 16Gb and 24Gb Major prices revised to $5.05 and $7.95 respectively. Prices for other DDR chips remained unchanged.

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Latest DDR Pricing

Amid widespread rumors of manufacturer price hikes, the channel market has amplified an intensified atmosphere of rising prices, with customer inquiries surging recently. However, earlier pressure to accelerate cash flow amid performance targets led some storage manufacturers to sacrifice margins for volume to secure deals. As spot inventory continues to deplete and certain NAND resources face limited supply, corresponding channel SSD products have already experienced shortages. Consequently, channel vendors have universally implemented comprehensive SSD price increases. In the DRAM sector, constrained by stringent regulatory environments, DDR4 resources face restricted market circulation, resulting in limited supply and rising prices. Channel vendors have adjusted DDR4 memory module prices accordingly. DDR5 resources also remain relatively scarce, with prices continuing their upward trajectory, keeping channel DDR5 memory modules on an upward trend.

Latest Channel Market SSD Pricing

Latest Channel Market RAM Pricing

Recently, suppliers have implemented price increases for certain NAND resources. Driven by a “buy high, not low” mentality, this has significantly heightened the urgency among industry clients to secure shipments. Beyond orders already negotiated at finalized prices, storage manufacturers have decided to raise SSD prices across the board for new orders. Meanwhile, industry players remain severely impacted by DDR4 shortages. With existing inventory substantially depleted, manufacturers anticipate price increases for DDR4 memory modules. However, whether PC clients will accept the new pricing remains uncertain until final prices are implemented. Consequently, DDR4 module prices remain unchanged from last week.

Latest Industry SSD Pricing Quotes

Recently, while some original manufacturers have suspended quotations for DRAM products including LPDDR4X and LPDDR5X, and market rumors suggest significant price hikes for related products, the final outcome remains contingent upon the implementation of manufacturers' supply and pricing strategies. Currently, no tangible impact has been felt in the embedded market, with most memory brands and their downstream customers adopting a wait-and-see approach. Consequently, prices for embedded eMMC, UFS, and LPDDR4X remain unchanged this week.

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